Providing Access to Healthcare (PATH) for Veterans Act of 2009

Support for the Jones Act. Shallow water drilling moratorium issued by Department of Interior. H.R. 2830, S. 1892 - Coast Guard Authorization Act, vessel construction issues. Maritime Tonnage Tax issues.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE

HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.

Client expense: $315,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

pension preservation & savings expansion acat 2003 H.R. 1776/S.2264/S.2233/H.R. 3108 employee retirment security action of 1974 H.R. 525/S.406 pension system overhaul-multi employer pension fund reform H.R. 2830 pension reform bills H.R. 280/S.1783 pension bill H.R. 2830/H.R. 4/S. 1783 Prevention of Access to Care for Medicare Beneficires & Pension Relief Act of 2010 - H.R. 3962

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.

Client expense: $315,000 · Firm income: Not reported

H.R. 2830, Section 403, Great Lakes Maritime Research Institute reauthorization

Client expense: $35,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Natl Science Foundation (NSF), Natl Telecommunications & Information Administration (NTIA), President of the U.S., SENATE

Support for the Jones Act. Maritime and Port Security. H.R. 2830, S. 1892 - Coast Guard Authorization Act, vessel construction issues. Maritime Tonnage Tax issues.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

pension preservation & savings expansion acat 2003 H.R. 1776/S.2264/S.2233/H.R. 3108 employee retirment security action of 1974 H.R. 525/S.406 pension system overhaul-multi employer pension fund reform H.R. 2830 pension reform bills H.R. 280/S.1783 pension bill H.R. 2830/H.R. 4/S. 1783

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.Con. Res.____ - Support for the Jones Act. Maritime and Port Security. H.R. 2830, S. 1892 - Coast Guard Authorization Act, vessel construction issues. Maritime Tonnage Tax issues.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.

Client expense: $315,000 · Firm income: Not reported

pension preservation & savings expansion acat 2003 H.R. 1776/S.2264/S.2233/H.R. 3108 employee retirment security action of 1974 H.R. 525/S.406 pension system overhaul-multi employer pension fund reform H.R. 2830 pension reform bills H.R. 280/S.1783 pension bill H.R. 2830/H.R. 4/S. 1783

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

pension preservation & savings expansion acat 2003 H.R. 1776/S.2264/S.2233/H.R. 3108 employee retirment security action of 1974 H.R. 525/S.406 pension system overhaul-multi employer pension fund reform H.R. 2830 pension reform bills H.R. 280/S.1783 pension bill H.R. 2830/H.R. 4/S. 1783

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.Con. Res.____ - Support for the Jones Act. Maritime and Port Security. H.R. 2830, S. 1892 - Coast Guard Authorization Act, vessel construction issues. Maritime Tonnage Tax issues.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.

Client expense: $315,000 · Firm income: Not reported

pension preservation & savings expansion acat 2003 H.R. 1776/S.2264/S.2233/H.R. 3108 employee retirment security action of 1974 H.R. 525/S.406 pension system overhaul-multi employer pension fund reform H.R. 2830 pension reform bills H.R. 280/S.1783 pension bill H.R. 2830/H.R. 4/S. 1783

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.Con. Res.____ - Support for the Jones Act. Maritime and Port Security. H.R. 2830, S. 1892 - Coast Guard Authorization Act, vessel construction issues. Maritime Tonnage Tax issues.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.

Client expense: $315,000 · Firm income: Not reported

Jones Act Cargo Preferene, Coast Guard Issues-H.R. 2830 Maritime Security Program Farm Bill & Food Aid Issues-H.R. 2419/H.R. 2844

Client expense: $17,309 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

Jones Act Cargo Preference, Coast Guard Issues-H.R. 2830 Maritime Security Program Farm Bill & Food Aid Issues-H.R. 2419/H.R. 2844 Great Lakes/Water Resources Development Act Transportation Workplace Drug and Alcohol Testing Harbor Main Tenance Tax Legislation/S.3199-H.R. 1499 American Shipping Reinvestment Act/H.R. 6374 and S.3359

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

pension preservation & savings expansion acat 2003 H.R. 1776/S.2264/S.2233/H.R. 3108 employee retirment security action of 1974 H.R. 525/S.406 pension system overhaul-multi employer pension fund reform H.R. 2830 pension reform bills H.R. 280/S.1783 pension bill H.R. 2830/H.R. 4/S. 1783

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.Con. Res.____ - Support for the Jones Act. Maritime and Port Security. H.R. 2830, S. 1892 - Coast Guard Authorization Act, vessel construction issues. Maritime Tonnage Tax issues.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill.

Client expense: $315,000 · Firm income: Not reported

Section 318 HR2830

Client expense: Not reported · Firm income: $27,239

Government targets: HOUSE OF REPRESENTATIVES, SENATE